Document Templates

Document Template Overview
Document templates allow you to completely customise the look and formatting of the following documents in WorkGuru: Quotes Invoices Projects Stock Sal...
Fri, 10 Mar, 2023 at 11:55 AM
Document Template Field Library
Available Document Template Fields: Universal Fields Table Fields Products ProductOptions Tasks TaskOptions Timesheets Purchases PurchaseLines Al...
Tue, 16 Apr, 2024 at 4:15 PM
Create a New Document Template
New document templates can be added to WorkGuru from the Add Document Template button on the top right of the document template dashboard.  You can edit an ...
Thu, 16 Nov, 2023 at 12:39 PM
Table Field Setup in WorkGuru Document Templates
When setting up tables to display recurring information in WorkGuru, they have a couple of pre-requisites to be completed so they are able to display the in...
Thu, 1 Feb, 2024 at 10:16 AM
Edit an Existing Document Template
You can edit an existing document template by clicking on the Download Template option in the document template dashboard. From the document template da...
Fri, 10 Mar, 2023 at 1:22 PM
Document Currency Symbol Library
Attached are the current document currency symbol (DCS) list for download. The DCS is filled from a list NOT maintained by WorkGuru and users should exerci...
Mon, 31 Jul, 2023 at 10:26 AM
Printing Custom Fields on Document Templates
WorkGuru allows you to create custom fields to capture data that is specific to your individual workflows.   A feature of these custom fields is you can dis...
Thu, 3 Aug, 2023 at 3:06 PM
Lead Document Template Examples
Attached are examples of lead document templates.  These templates are to be edited to make them specific to your WorkGuru.   Please update the branding, in...
Thu, 1 Jun, 2023 at 10:58 AM
Quote Document Template Examples
Attached are examples of quote document templates.     These templates are to be edited to make them specific to your WorkGuru.   Please update the branding...
Tue, 15 Aug, 2023 at 3:50 PM
Project Document Template Examples
Attached are examples of project document templates.  Project document templates are used to print internal information from the project and display both bi...
Wed, 8 Nov, 2023 at 10:55 AM